Comparison

1. Risk-adjusted returns are higher compared to the caregory

2. Risk is lower compared to the benchmark

1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

2. Age is less than 3 years

3. 1Y Returns are lower than the benchmark

Top 10 Holdings

Name

% Assets

Sector

Instrument

Rating/Size

Value(Cr)

HDFC Bank Ltd.

25.8%

Financial Services

Equity

Large Cap

64.5

Kotak Mahindra Bank Ltd.

11.2%

Financial Services

Equity

Large Cap

28.0

Housing Development Finance Corporation Ltd.

10.7%

Financial Services

Equity

Large Cap

26.8

Repo

6.2%

Current Assets

Repo

--

15.5

ICICI Bank Ltd.

5.8%

Financial Services

Equity

Large Cap

14.6

Bajaj Finserv Ltd.

5.5%

Financial Services

Equity

Large Cap

13.7

Max Financial Services Ltd.

4.9%

Financial Services

Equity

Mid Cap

12.2

Muthoot Finance Ltd.

4.7%

Financial Services

Equity

Mid Cap

11.8

Bajaj Finance Ltd.

4.6%

Financial Services

Equity

Large Cap

11.6

City Union Bank Ltd.

3.9%

Financial Services

Equity

Mid Cap

9.8

keyboard_arrow_right

About Tata Mutual Fund

Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

Tata is one of the most trusted brands in India and has been successful in every field it has
ventured to. Tata Mutual fund is known for its world-class service across the country and it has
made a mark in the minds of investors.

It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this
AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal
investment duration, profession, salary or gender.

They believe in following a value-based investment methodology which enables them to attain
consistent results over the years. They also believe in flexibility, by offering a large variety of
funds across various market capitalization. Stability and integrity is one of the main pillar of
business for Tata Mutual Fund and they believe in keeping an investor's money in the best
possible hands.

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.